Brown Advisory

SEPTEMBER 12, 2016

We have been working hard to fulfill this commitment over the past 15 months, enhancing our offerings in a number of areas. 31, 2009, proving that attractive investment returns can be achieved by focusing on companies that manifest Environmental Business Advantage™.

Portfolio 52

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The Big Picture

OCTOBER 24, 2022

She has a fascinating career, starting a PLS working away up as an analyst and eventually, head of outcome-based strategies for Morningstar, eventually rising from that position and portfolio manager to Chief Investment Officer. MARTA NORTON, CHIEF INVESTMENT OFFICER, MORNINGSTAR INVESTMENT MANAGEMENT: Right. NORTON: Yeah.

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Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investments 52

Investments Investing Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Taylor is also an excellent communicator and regularly shares his thoughts with our balanced portfolio managers serving private clients, endowments and foundations. Technology has also enabled analysts, portfolio managers and traders to improve their productivity. In a word, the internet has changed everything.

Investments 52

Investments Investing Clients Portfolio Management 52

Trade Brains

SEPTEMBER 14, 2024

Northern Arc Capital IPO – About the Company The company was founded in 2009. Fund Management includes managing debt funds and providing portfolio management services. It uses data-driven risk management and credit underwriting processes. Keep reading to learn about the company.

Retail 52

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Workable Wealth

JUNE 24, 2020

We experienced the largest bull market run in history from 2009 to March 11, 2020. In bear markets, the economy tends to slow down along with a spike in unemployment numbers. . This type takes the price of all stocks in the index and divides it by the number of companies to get the index’s value. Introducing Market Indexes.

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The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

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Brown Advisory

APRIL 1, 2015

Almost exactly five years ago, we wrote a piece entitled Bubbles, which discussed the sharp rally in stocks from the lows of early 2009 and the risks of the growing federal deficit that resulted from government bail-outs and fiscal stimulus during the financial crisis. Investment Perspectives | Bubbles II. Wed, 04/01/2015 - 16:48.

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Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Another study found that by eliminating the worst ESG offenders the resulting hypothetical portfolios have greater downside protection (Hoepner, 2013). The Journal of Portfolio Management 40(2): 18-29. Springsteel.

Portfolio 52

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Brown Advisory

SEPTEMBER 22, 2017

84 One study concluded that investors "pay a financial cost in abstaining from [sin] stocks" (Hong, 2009). Another study found that by eliminating the worst ESG offenders the resulting hypothetical portfolios have greater downside protection (Hoepner, 2013). The Journal of Portfolio Management 40(2): 18-29. References.

Portfolio 52

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Brown Advisory

SEPTEMBER 3, 2015

Morgan began tracking this data in 2009. That is the highest level since quarterly data collection began in 2009. . By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. The momentum helped push up the proportion of European companies beating estimates for second-quarter earnings to 65%, the highest level since J.P.

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Brown Advisory

APRIL 1, 2016

There are many ways to illustrate volatility, but one of the simplest is to add up the number of days in which a market moves up or down by more than a certain amount over a defined period of time. Over the next four years until last August, the number of 1%+ price changes in each 90-day period was consistently under 20.

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The Big Picture

JULY 18, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfolio manager at Knighthead Capital. WAGNER: You know there are a number of things that occurred. We did really well in a relative basis in 2008 and exceptionally well in 2009.

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Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

JUNE 21, 2017

The academic thesis that equity managers as a whole will approximately equal overall market returns is followed by a corollary: Some managers will outperform for periods of time, but it is impossible to predict which manager will deliver favorable results, or when they will do so—in other words, outperformance (alpha) is random.

Investments 52

Investments Investing Portfolio Management 52

Brown Advisory

OCTOBER 22, 2021

Our proprietary Sovereign ESG Score provides an initial indication of a country’s ESG performance from over 30 indicators across a number of ESG factors. Our approach is consistent and systematic across our platform.

Government 52

Government Education Economics Investments 52

Brown Advisory

OCTOBER 22, 2021

Our sustainable investing philosophy and process were developed in-house and are supported by a robust team of ESG research analysts, portfolio managers and other dedicated professionals. Our approach is consistent and systematic across our platform.

Government 52

Government Education Economics Investments 52

Brown Advisory

FEBRUARY 14, 2023

Our in-house Sovereign Sustainability Score provides an initial indication of a country’s performance from over 30 indicators across a number of factors. Our approach is consistent and systematic across our platform.

Government 52

Government Investments Investing Economics 52

Brown Advisory

FEBRUARY 14, 2023

Our proprietary Sovereign ESG Score provides an initial indication of a country’s ESG performance from over 30 indicators across a number of ESG factors. Our approach is consistent and systematic across our platform.

Government 52

Government Investing Investments Economics 52

Brown Advisory

FEBRUARY 14, 2023

Our proprietary Sovereign ESG Score provides an initial indication of a country’s ESG performance from over 30 indicators across a number of ESG factors. Our approach is consistent and systematic across our platform.

Government 52

Government Investing Investments Economics 52

The Big Picture

OCTOBER 19, 2022

And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. I was employee number one in London. in June of 2009. RITHOLTZ: What sort of numbers are you looking at?

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The Big Picture

SEPTEMBER 26, 2023

Not, not terribly busy in 2007 to be honest, but in 2008, 2009, 10, it was by far the busiest time in my career in investing. Ritholtz ] 00:09:37 I recall reading, and I know you can’t say this, but I recall reading that fund return something like 19% a year, some just astounding number. Crazy number. Some, some, yeah.

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The Big Picture

JULY 19, 2022

So, first, I found the book to be quite fascinating, very in depth and you managed to take some of the more technical arcana and make it very understandable. You began as a central bank portfolio manager in Finland. So, that relationship actually already started when I was a portfolio manager, right? ILMANEN: Yes.

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The Big Picture

MARCH 14, 2023

RITHOLTZ: So you’re there for 20 years, from 1988 to 2009. So, you know, 2009, what had happened was I was very burnt out. Well, I really thought and I think some of my associates thought that 2009 was a major market low. They wanted to hear a bear story post 2009. Also, how quantitative was it in 2009 and ’10?

Economy 162

Economy Investing Investments Portfolio 162

The Big Picture

MARCH 21, 2023

I was a fixed income portfolio manager and trader, which is a ton of fun. PIMCO out on the West Coast, read the first thing I wrote in the Journal of Portfolio Management. You can use this in a number of ways. And that’s a pretty good number. Program didn’t feel right. I then got just very lucky.

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Valuation Investments Investing Numbers 173

The Big Picture

DECEMBER 20, 2022

You put a different number on the piece of paper, and that was the moment that I decided I wanted to start the firm. RITHOLTZ: So given those sorts of numbers, the pullbacks, recoveries, what sort of correlations are there with other types of debt, be it performing or distressed equities and other asset classes? RITHOLTZ: Right.

Banking 162

Banking Assets Government Marketing 162

The Big Picture

DECEMBER 17, 2024

Barry Ritholtz : This week on the podcast, another extra special guest, Tony Kim, is managing director at BlackRock, where he heads the fundamental equity technology group helping to oversee all of the active technology investments BlackRock makes. I must have worked for 30, 40 portfolio managers across four, four or five investment firms.

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Engineering Numbers Investing Investments 130

The Big Picture

JANUARY 27, 2025

And then MassMutual combined Barings investing with a number of other shops, including Babson, a very well regarded investing firm. The shop manages about well over $430 billion. He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. He worked as a trader.

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The Big Picture

FEBRUARY 17, 2025

00:10:08 [Speaker Changed] Yeah, so I graduated from HBS in summer of 2009 and I was fortunate enough to join the Grassroots Business Fund, which had been a division of the International Finance Corporation and literally spun out first half of 2008. So during my time there, I was probably employee number four or five.

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Investments Investing Economics Management 147

The Big Picture

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

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Valuation Education Numbers Government 298

The Big Picture

NOVEMBER 25, 2024

And so graduating right into 2009, right out of the financial crisis, I said, I don’t think I’m gonna get a job. Honest back testing, really looking at the numbers versus exaggerating returns and, and making up the claim that something’s live when it’s not. 12, 14 even that not a lot of numbers.

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The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

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Retail Government Economy Economics 130

The Big Picture

JUNE 3, 2024

The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. At TCW Barry Ritholtz : You were at the Trust company of the West, you’re a senior vice president, you’re a portfolio manager, you’re a quantitative analyst.

Math 147

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Carson Wealth

JUNE 3, 2024

gain, but the numbers will be the same. In fact, the past three times May gained at least 5% the rest of year added 14.4% (1997), 15.4% (2003), and 21.3% (2009). But good news can often make investors nervous, so it’s helpful to look at the numbers and see that good news now actually implies good news is likely ahead too.

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